Sam from Irish Pensions and Finance was recommended to me through a colleague and I was delighted to meet with him earlier this year. Sam worked around my busy work schedule to arrange an initial a... See more
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Irish Pensions & Finance was established in 1993 and specialises in the provision of financial advice to Public Sector employees. Over the past 30 years, we have built up a wealth of experience in dealing with employees working in the Public Sector and currently administer over 152 AVC schemes with a combined membership of over 35,000 members. Current schemes include Civil Service, HSE, Voluntary Hospitals, AGSI and Local Authorities. We have a team of over 90 Financial Advisors who work with clients from initial consultation through ongoing servicing and monitoring. Our goal is to guide our clients towards making the right decisions regarding their own financial priorities and concerns. As part of our service, we provide online and in-person information sessions for Public Sector staff. These sessions give staff a breakdown of their superannuation entitlements and the options available to enhance these benefits. Staff are also offered the opportunity to meet a Financial Advisor on a one-to-one basis for an individual financial consultation, free of charge. We specialise in the provision of retirement/ financial planning advice.
Suites 3 & 4 Gowna Plaza, Bracetown Business Park, D15 XW31, Clonee, Ireland
No recent history of asking for reviews
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Replied to 66% of negative reviews
Typically replies within 24 hours
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Aaron was very helpful. His presentation and explanations were clear and I would recommend him for a consultation if you are interested in learning about and getting an AVC.
Took the AVC from Irish Pensions and finance.Cian Moody explained each and
everything clearly.He helped me throughout the process.Overall the dealings was excellent. Thanks
Avoid. In all honestly I think this company are taking advantage of healthcare workers who may not be as clued in about finances. IPF take a massive cut of your pension contribution, I was quoted an allocation rate of 69% in the first year, other companies quoted me 100% or 99%. Shop elsewhere and you will save significant amounts of money. Other brokers I have dealt with were really shocked at the IPF charges and said they had not seen anything like that in 20 years and thought those days are gone.

Reply from Irish Pensions and Finance
I am really appreciative of the service I am receiving from this company. I consult with Jack annually and he has been extremely helpful and responsive to my enquiries and is continually willing to update and discuss my financial enquiries.
Every time I speak with Jeff from Irish Pensions and Finance, I come away feeling great about my pension. I feel I can ask anything and I never feel rushed when making a decision. I'm really happy they are guiding me through my pensions journey.
I want to commend Thomas and his thoroughness and professionalism at IPF. He was excellent to deal with and grateful for his help.
John Kennedy gave a presentation on retirement & AVCs in my workplace. Following on from this I dealt with Killian Dineen. He was extremely helpful with setting up my AVC. He answered all my questions & guided me through the process. I would highly recommend Irish Life.
Lynette was so helpful and made my experience seemless. She explained everything to me so clearly that I understood what I had to do and what would happen with my investment.
I feel lucky that she answered my call when I was inquiring about previous advisor
My experience felt very personal from beginning to end, my advisor brought me through the steps at my own pace.
With sound advice that was tailored to my personal needs and my own stage of life, I cannot recommend the level of professionalism and personal commitment to my life and family commitments, Thank you so much for your ongoing support.
Kind Regards Tj Coughlan
Excellent information provided in a calm understandable way, questions answered thoroughly and repeated when necessary.
Yasmin took the time to clearly explain everything to me, and was patient in answering any questions I had. Excellent Service and Advice.
This is an incredible service. Katie is outstanding at her job and I feel lucky to have this review very year. Thanks, Sile
Recently took out an AVC and also had a mortgage application review with Robert and Ryan respectively. Both were extremely helpful and informed and very professional and friendly throughout the entire process. - John
Killian was fantastic to explain everything to me in a way that I actually understood. He listened to and answered any and all questions I asked and took the time to clarify and explain as needed. He followed up with a comprehensive breakdown of our discussion which was so helpful to allow me to return to. I couldn't recommend him highly enough.
I have received excellent service and advice from both Shannon and Angel. They made everything so clear and simple and were brilliant to deal with. I highly recommend.
Knowledgeable, easy to deal with and extremely helpful staff. Highly recommended.
The advice was very thoughtful and detailed.
Cian Moody was extremely patient and knowledgeable. He completed a thorough assessment and provided excellent advice.
Edward Maher
Had consultation with Jack Stevens
Very professional and guided me through Pension Options. Have dealt with Jack on numerous occasions and felt he has my best interests in mind. Exceptional Service.
Leah was very friendly and explained things very clearly. Her manner and her knowledge were excellent.
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